# Custom Tags

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This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
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Custom tags can be assigned to client accounts to provide brokers with a quick understanding of a client's key characteristics. 

1. There are two types of custom tags available: 
   * Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader." 
   * Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."
2. Tagging clients provides brokers with a comprehensive understanding of their profiles at a glance.

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